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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
126
MA Private Wealth
California
$23.9M +$12.9M +94,788 +110%
BFPW
127
BOK Financial Private Wealth
Colorado
$23.4M -$108K -791 -0.4%
HCM
128
Hengehold Capital Management
Ohio
$23.3M -$189K -1,382 -0.8%
SFS
129
Security Financial Services
Indiana
$23M -$3.78M -27,664 -14%
AAS
130
Ameritas Advisory Services
Nebraska
$22.8M +$23.4M +171,223 +10,120%
HGWM
131
Horst & Graben Wealth Management
Oregon
$22.7M -$4.95M -36,231 -17%
CG
132
CFO4Life Group
Texas
$22.4M +$96.1K +704 +0.4%
SFS
133
Sowell Financial Services
Arkansas
$22.2M +$4.24M +31,070 +23%
BWM
134
Baystate Wealth Management
Massachusetts
$22.1M -$57.9K -424 -0.3%
SWA
135
Sax Wealth Advisors
New Jersey
$22M +$1.54M +11,254 +7%
CL
136
Choreo LLC
Illinois
$21.4M +$5.55M +40,644 +33%
ACM
137
Armbruster Capital Management
New York
$21.4M +$333K +2,440 +2%
IWP
138
Icon Wealth Partners
Texas
$21.3M -$7.09M -51,891 -24%
CW
139
CreativeOne Wealth
Kansas
$21.3M -$24.2M -177,402 -52%
BCI
140
Brinker Capital Investments
Pennsylvania
$21M -$8.82M -64,603 -29%
OPS
141
Orion Portfolio Solutions
Nebraska
$21M -$8.82M -64,603 -29%
MFG
142
Merit Financial Group
Georgia
$20.9M -$3.53M -25,870 -14%
SWP
143
Summit Wealth Partners
Florida
$20.8M -$135K -992 -0.6%
AllianceBernstein
144
AllianceBernstein
Tennessee
$20.6M +$20.7M +151,741 +3,103%
AF
145
Allworth Financial
California
$20.6M -$6.88M -50,365 -24%
GT
146
Glenmede Trust
Pennsylvania
$20.6M +$3.27M +23,930 +18%
PFA
147
Pettinga Financial Advisors
Indiana
$20.5M -$4.73M -34,646 -18%
RW
148
RVW Wealth
California
$20.3M -$1.67M -12,240 -7%
AAS
149
Avantax Advisory Services
Texas
$20.3M -$2.11M -15,457 -9%
HSG
150
Helen Stephens Group
Texas
$20M +$65.1K +477 +0.3%